Business Management Thought Leadership Group
About This Group
Tim Frazier is Senior Vice President, Director of Sales & Marketing at Concertiv, a consulting firm that helps manage key market data/research and IT/Software vendors. His clients include elite Hedge Funds, Investment Banks, and Private Equity Funds. Previously, Tim spent 5+ years leading sales into the Asset Management space for TriNet where he launched the M&A Group and the International Group. Before moving to New York, Tim spent 15+ years working in business finance, a middle market lender for Regions Bank and SunTrust Bank. During his banking tenure, Tim helped to grow Wealth Management Assets by over $200 Million, Loans by $500 Million, while managing a 40+ person team across several different geographies. Tim is also an active investor and advisor to businesses focused on e-commerce or AI. Tim has completed Data Science certificates from the University of Michigan and he received his Bachelor of Art’s Degree in Political Science and Economics from Kalamazoo College. Tim has business fluency in Spanish and Portuguese. Tim has been actively involved in several non-profit boards, including The American Red Cross and Rotary International. Tim has also been a long-time supporter of NY Sun Works, Environment America and Startup Weekend.
Chris is a Financial Services Professional with a total of 9 years of Banking and Financial Analysis skills. He has a strong analyst background combined with soft skills gained through HNW client interaction. Chris works for Capital One Bank as a Relationship Banker where he helps high net worth clients with their banking arrangements and trains other bankers to do the same.Upcoming Events & Meetings
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting, as well as adapting ODD models and investor relations (“IR”) processes to the new normal.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.